Who holds BRK-Bticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BERKSHIRE HATHAWAY INC DEL · CL B NEW · quarter ended 2026-03-31 · 6 members disclosed BRK-B ↗

3,810

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$382B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,688

addsholders whose share count rose or who opened the position (new + add), by shares

277

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BRK-B ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$58.1B	121,207,647	+13,914	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$56.3B	117,415,535	—	no prior
3	STATE STREET CORP	$35.5B	74,099,062	+173,994	add
4	GEODE CAPITAL MANAGEMENT, LLC	$19.7B	41,159,806	+1,137,640	add
5	MORGAN STANLEY	$12.9B	26,854,441	+574,240	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$11.4B	23,728,514	—	no prior
7	GATES FOUNDATION TRUST	$8.2B	17,048,304	−2,358,460	trim
8	NORTHERN TRUST CORP	$7.4B	15,487,316	−41,012	trim
9	FMR LLC	$7.2B	14,953,698	+5,495,029	add
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.5B	11,381,789	+337,776	add
11	Bank of New York Mellon Corp	$5.2B	10,806,567	−361,340	trim
12	VANGUARD FIDUCIARY TRUST CO	$4.9B	10,245,146	—	no prior
13	H&H International Investment, LLC	$4.4B	9,147,796	+1,971,600	add
14	ROYAL BANK OF CANADA	$4.4B	9,111,590	−457,255	trim
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.2B	8,845,528	+896,696	add
16	BANK OF AMERICA CORP /DE/	$4.1B	8,652,279	−41,781	trim
17	DIMENSIONAL FUND ADVISORS LP	$3.5B	7,330,725	+228,411	add
18	Legal & General Group Plc	$2.8B	5,895,041	−117,352	trim
19	Nuveen, LLC	$2.7B	5,591,328	+67,805	add
20	WELLS FARGO & COMPANY/MN	$2.5B	5,115,578	−14,157	trim
21	Invesco Ltd.	$2.3B	4,895,145	+340,210	add
22	Amundi	$2.3B	4,707,966	+846,771	add
23	ALLIANCEBERNSTEIN L.P.	$2.2B	4,372,927	+894,634	add
24	UBS Group AG	$2.2B	4,563,946	+22,405	add
25	RAYMOND JAMES FINANCIAL INC	$2.0B	4,235,650	−54,280	trim
26	Swiss National Bank	$1.9B	4,036,845	+259,200	add
27	Vanguard Global Advisers, LLC	$1.9B	3,976,532	—	no prior
28	Mitsubishi UFJ Asset Management Co., Ltd.	$1.8B	3,654,486	+241,473	add
29	DEUTSCHE BANK AG\	$1.7B	3,567,471	+476,681	add
30	LPL Financial LLC	$1.6B	3,408,718	+41,312	add
31	HSBC HOLDINGS PLC	$1.6B	3,280,387	−3,764,365	trim
32	Sumitomo Mitsui Trust Group, Inc.	$1.6B	3,253,187	−168,357	trim
33	AMERIPRISE FINANCIAL INC	$1.6B	3,252,726	+1,393,849	add
34	CANADA PENSION PLAN INVESTMENT BOARD	$1.4B	2,991,382	+111,963	add
35	Creative Planning	$1.4B	2,837,844	−17,229	trim
36	National Pension Service	$1.3B	2,732,608	+2,732,608	new
37	Baird Financial Group, Inc.	$1.3B	2,666,968	+2,666,968	new
38	Artisan Partners Limited Partnership	$1.2B	2,605,656	+2,703	add
39	BANK OF MONTREAL /CAN/	$1.2B	2,500,854	−340,486	trim
40	HighTower Advisors, LLC	$1.2B	2,432,963	−69,758	trim
41	PRINCIPAL FINANCIAL GROUP INC	$1.1B	2,390,043	−30,280	trim
42	Assenagon Asset Management S.A.	$1.1B	2,307,666	+527,432	add
43	VANGUARD ASSET MANAGEMENT, Ltd	$1.1B	2,252,290	—	no prior
44	Capital Research Global Investors	$924M	1,928,765	−107,910	trim
45	TETRAD CORP	$922M	1,923,123	0	no change
46	GQG Partners LLC	$909M	1,896,646	−101,147	trim
47	FIRST MANHATTAN CO. LLC.	$864M	1,803,600	−50,955	trim
48	Corient Private Wealth LLC	$832M	1,752,623	−5,226,981	trim
49	ADAGE CAPITAL PARTNERS GP, L.L.C.	$804M	1,677,769	+34,300	add
50	WELLINGTON MANAGEMENT GROUP LLP	$789M	1,645,590	+43,349	add
51	AQR CAPITAL MANAGEMENT LLC	$787M	1,642,048	−32,680	trim
52	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$786M	1,640,498	+156,831	add
53	TWO SIGMA INVESTMENTS, LP	$777M	1,621,590	+1,189,436	add
54	CITIGROUP INC	$769M	1,605,058	+509,189	add
55	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$760M	1,586,796	−22,714	trim
56	MARKEL GROUP INC.	$734M	1,531,971	0	no change
57	Rothschild & Co Wealth Management UK Ltd	$703M	1,466,548	−10,583	trim
58	PRUDENTIAL FINANCIAL INC	$703M	1,466,382	−52,792	trim
59	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$659M	1,376,112	−273,194	trim
60	Chevy Chase Trust Holdings, LLC	$641M	1,336,767	−36,239	trim
61	Focus Partners Wealth	$636M	1,326,656	+47,946	add
62	Swedbank AB	$630M	1,314,860	−119,489	trim
63	DIAMOND HILL CAPITAL MANAGEMENT INC	$610M	1,272,427	−257,223	trim
64	Mariner, LLC	$602M	1,256,077	+39,927	add
65	ENVESTNET ASSET MANAGEMENT INC	$595M	1,242,321	+321,289	add
66	Quantinno Capital Management LP	$591M	1,232,379	+287,995	add
67	CITADEL ADVISORS LLC	$572M	1,193,500	+146,987	add
68	NATIONAL BANK OF CANADA /FI/	$569M	1,186,389	+42,798	add
69	US BANCORP \DE\	$560M	1,169,415	−8,136	trim
70	AVIVA PLC	$546M	1,140,248	+16,217	add
71	OSAIC HOLDINGS, INC.	$544M	1,135,810	−24,329	trim
72	FRANKLIN RESOURCES INC	$533M	1,113,061	+17,463	add
73	GARDNER RUSSO & QUINN LLC	$532M	1,110,429	−14,966	trim
74	COMMONWEALTH EQUITY SERVICES, LLC	$530M	1,106,935	−287,085	trim
75	LONDON CO OF VIRGINIA	$519M	1,082,249	+85,863	add
76	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$514M	1,071,594	+1,071,594	new
77	Korea Investment CORP	$499M	1,041,743	+15,996	add
78	VOYA INVESTMENT MANAGEMENT LLC	$496M	1,034,837	−6,925	trim
79	FIL Ltd	$488M	1,017,790	−62,501	trim
80	BROWN ADVISORY INC	$485M	1,012,512	−32,538	trim
81	Mesirow Financial Investment Management, Inc.	$468M	976,689	+164,260	add
82	Cetera Investment Advisers	$467M	975,250	+35,424	add
83	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$466M	992,531	−87,686	trim
84	ROYAL LONDON ASSET MANAGEMENT LTD	$457M	954,605	+13,612	add
85	CIBC WORLD MARKET INC.	$436M	909,220	+53,514	add
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$430M	902,843	−1,095	trim
87	Himalaya Capital Management LLC	$430M	897,749	0	no change
88	SCHRODER INVESTMENT MANAGEMENT GROUP	$424M	885,528	−8,610	trim
89	STIFEL FINANCIAL CORP	$423M	882,806	−41,529	trim
90	CREDIT AGRICOLE S A	$423M	881,934	+149,444	add
91	Ensign Peak Advisors, Inc	$414M	863,874	−13,750	trim
92	Capital International Investors	$405M	844,452	+278,319	add
93	FIFTH THIRD BANCORP	$394M	822,852	+301,528	add
94	Bank Julius Baer & Co. Ltd, Zurich	$392M	819,940	−5,942	trim
95	Cerity Partners LLC	$387M	808,578	+26,522	add
96	DANSKE BANK A/S	$383M	799,715	−12,987	trim
97	Hudson Bay Capital Management LP	$367M	765,266	+160,000	add
98	APG Asset Management N.V.	$359M	863,760	+127,480	add
99	STATE OF WISCONSIN INVESTMENT BOARD	$356M	743,054	+22,287	add
100	Retirement Systems of Alabama	$355M	741,297	−692	trim
101	TD ASSET MANAGEMENT INC	$355M	740,318	−49,320	trim
102	CIBC Bancorp USA Inc.	$353M	735,732	—	no prior
103	NORDEA INVESTMENT MANAGEMENT AB	$352M	741,480	−84,354	trim
104	DAVENPORT & Co LLC	$347M	725,245	+188,510	add
105	OSSIAM	$344M	718,008	−249,808	trim
106	SCOTIA CAPITAL INC.	$332M	693,312	−11,774	trim
107	PUBLIC SECTOR PENSION INVESTMENT BOARD	$332M	692,591	+192,601	add
108	Pictet Asset Management Holding SA	$328M	683,702	−22,658	trim
109	PFA Pension, Forsikringsaktieselskab	$326M	679,966	+679,966	new
110	TORONTO DOMINION BANK	$319M	665,597	−58,323	trim
111	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$314M	656,210	+247,602	add
112	MILLENNIUM MANAGEMENT LLC	$313M	653,140	+401,091	add
113	Allianz Asset Management GmbH	$309M	644,689	+82,592	add
114	Vanguard Investments Australia, Ltd.	$307M	641,520	—	no prior
115	NewEdge Advisors, LLC	$300M	663,882	+663,882	new
116	TRUIST FINANCIAL CORP	$291M	606,871	−35,230	trim
117	Asset Management One Co., Ltd.	$284M	592,393	−3,497	trim
118	SEI INVESTMENTS CO	$283M	591,360	+55,126	add
119	Squarepoint Ops LLC	$281M	586,036	+80,092	add
120	SWF LLC	$280M	584,092	0	no change
121	Rockefeller Capital Management L.P.	$275M	573,746	+29,982	add
122	BNP Paribas Asset Management Holding S.A.	$274M	572,082	+105,728	add
123	MERCER GLOBAL ADVISORS INC /ADV	$270M	564,071	+15,819	add
124	AMERICAN CENTURY COMPANIES INC	$264M	550,809	+78,307	add
125	Clearbridge Investments, LLC	$260M	542,766	−40,085	trim
126	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$256M	534,484	−23,375	trim
127	Empower Advisory Group, LLC	$256M	533,470	+29,369	add
128	Holocene Advisors, LP	$253M	527,000	+260,000	add
129	KLP KAPITALFORVALTNING AS	$252M	524,853	+16,880	add
130	Federation des caisses Desjardins du Quebec	$249M	519,798	+10,794	add
131	NOMURA ASSET MANAGEMENT CO LTD	$242M	505,095	+12,299	add
132	Czech National Bank	$239M	499,410	+15,882	add
133	BLAIR WILLIAM & CO/IL	$237M	495,322	+48,260	add
134	Tredje AP-fonden	$236M	492,795	+211,086	add
135	Kestra Advisory Services, LLC	$233M	487,192	+37,655	add
136	Findlay Park Partners LLP	$232M	484,636	+126,240	add
137	CIBC Asset Management Inc	$228M	475,501	+1,140	add
138	State of New Jersey Common Pension Fund D	$227M	473,358	0	no change
139	Rafferty Asset Management, LLC	$226M	470,766	−111,024	trim
140	D. E. Shaw & Co., Inc.	$224M	468,204	−139,411	trim
141	MACKENZIE FINANCIAL CORP	$224M	468,106	−38,994	trim
142	Resona Asset Management Co.,Ltd.	$212M	443,104	+10,084	add
143	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$212M	441,801	−5,605	trim
144	BALYASNY ASSET MANAGEMENT L.P.	$211M	439,396	+4,751	add
145	Philip James Wealth Mangement, LLC	$209M	436,381	−1,673	trim
146	FIRST TRUST ADVISORS LP	$209M	435,205	+101,428	add
147	MKP Capital Management, L.L.C.	$206M	430,100	+430,100	new
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$205M	427,155	+618	add
149	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$199M	415,039	+161,140	add
150	AMF Tjanstepension AB	$198M	412,511	+8,096	add
151	TEACHER RETIREMENT SYSTEM OF TEXAS	$197M	410,348	−9,544	trim
152	BSN Capital Partners Ltd	$196M	397,000	—	no prior
153	Pathstone Holdings, LLC	$194M	403,832	+3,048	add
154	CWM, LLC	$189M	394,551	+9,726	add
155	Eurizon Capital SGR S.p.A.	$187M	391,457	−111,863	trim
156	Sather Financial Group Inc	$184M	384,602	+1,158	add
157	Giverny Capital Inc.	$181M	378,625	−127,359	trim
158	Arizona State Retirement System	$181M	376,936	−11,905	trim
159	ProShare Advisors LLC	$180M	376,026	−17,029	trim
160	MAI Capital Management	$178M	371,776	+108,420	add
161	ARMSTRONG HENRY H ASSOCIATES INC	$177M	368,685	+3,413	add
162	Allspring Global Investments Holdings, LLC	$176M	367,752	−16,498	trim
163	Robeco Institutional Asset Management B.V.	$175M	365,647	+44,335	add
164	Beacon Pointe Advisors, LLC	$171M	356,075	+160,248	add
165	GATEWAY INVESTMENT ADVISERS LLC	$167M	348,558	−64,767	trim
166	Zurcher Kantonalbank (Zurich Cantonalbank)	$167M	348,557	+348,557	new
167	Woodline Partners LP	$164M	341,234	+36,754	add
168	TD Waterhouse Canada Inc.	$163M	341,529	+41,083	add
169	Cannell & Spears LLC	$163M	340,200	+722	add
170	DnB Asset Management AS	$161M	335,234	+29,456	add
171	WORLDQUANT MILLENNIUM ADVISORS LLC	$159M	332,672	+32,335	add
172	Magellan Asset Management Ltd	$159M	332,614	+214,768	add
173	Aberdeen Group plc	$159M	331,781	−6,720	trim
174	Lido Advisors, LLC	$156M	325,156	+3,725	add
175	Private Advisor Group, LLC	$154M	320,548	−3,244	trim
176	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$152M	317,440	+21,188	add
177	MML INVESTORS SERVICES, LLC	$151M	314,685	+8,772	add
178	Ruane, Cunniff & Goldfarb L.P.	$149M	310,388	−5,718	trim
179	United American Securities Inc. (d/b/a UAS Asset Management)	$147M	305,787	−4,113	trim
180	MCDONALD CAPITAL INVESTORS INC/CA	$146M	303,705	−4,325	trim
181	IEQ CAPITAL, LLC	$145M	303,035	+12,986	add
182	D.A. DAVIDSON & CO.	$142M	296,807	+1,436	add
183	1832 Asset Management L.P.	$142M	296,479	−1,986	trim
184	Daiwa Securities Group Inc.	$138M	288,342	+18,133	add
185	XPONANCE LLC	$137M	286,653	+42,387	add
186	Steward Partners Investment Advisory, LLC	$136M	284,657	+12,805	add
187	Evelyn Partners Investment Management LLP	$135M	281,451	+2,267	add
188	COMMERCE BANK	$135M	281,077	+38,593	add
189	M&T BANK CORP	$134M	279,146	−2,777	trim
190	WEITZ INVESTMENT MANAGEMENT, INC.	$134M	278,850	−8,000	trim
191	Southeast Asset Advisors, LLC	$133M	276,700	−9,568	trim
192	AE Wealth Management LLC	$132M	276,221	+10,338	add
193	BANK OF NOVA SCOTIA	$132M	275,849	−281,117	trim
194	Calamos Advisors LLC	$131M	273,861	+16,740	add
195	Qube Research & Technologies Ltd	$130M	271,539	−488,478	trim
196	NEOS Investment Management LLC	$130M	270,595	+28,883	add
197	BRISTOL JOHN W & CO INC /NY/	$130M	270,322	−3,091	trim
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$128M	267,985	+267,985	new
199	Tidal Investments LLC	$128M	266,551	+13,997	add
200	IFM Investors Pty Ltd	$127M	265,397	+8,948	add
201	DAVIS R M INC	$123M	257,674	+257,674	new
202	Evercore Wealth Management, LLC	$123M	257,658	−8,789	trim
203	KEYBANK NATIONAL ASSOCIATION/OH	$123M	257,475	+17,206	add
204	OP Asset Management Ltd	$122M	254,252	—	no prior
205	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$122M	253,832	+3,342	add
206	ASSETMARK, INC	$121M	253,243	+22,815	add
207	Connor, Clark & Lunn Investment Management Ltd.	$121M	253,093	−72,847	trim
208	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$121M	253,025	+3,814	add
209	Sequoia Financial Advisors, LLC	$121M	252,527	−28,248	trim
210	Paralel Advisors LLC	$120M	251,000	0	no change
211	Janus Henderson Group Ltd.	$120M	249,365	+19,160	add
212	Quilter Plc	$118M	247,023	+7,949	add
213	STOREBRAND ASSET MANAGEMENT AS	$118M	245,767	—	no prior
214	Zurich Insurance Group Ltd/FI	$118M	245,420	+23,887	add
215	RWWM, Inc.	$117M	243,593	+1,625	add
216	Wallace Capital Management Inc.	$116M	241,892	−2,644	trim
217	Utah Retirement Systems	$115M	240,406	−3,318	trim
218	Vanguard Personalized Indexing Management, LLC	$115M	240,293	+11,736	add
219	FACTORY MUTUAL INSURANCE CO	$114M	237,000	+5,900	add
220	Northstar Group, Inc.	$113M	236,130	−3,448	trim
221	TCTC Holdings, LLC	$112M	234,101	−626	trim
222	SCHARF INVESTMENTS, LLC	$111M	231,257	−77,271	trim
223	MACQUARIE GROUP LTD	$110M	229,556	+13,578	add
224	Epoch Investment Partners, Inc.	$110M	229,091	−10,986	trim
225	EP Wealth Advisors, LLC	$109M	227,644	−10,004	trim
226	&PARTNERS	$109M	216,358	+9,115	add
227	Waverly Advisors, LLC	$108M	226,293	+24,857	add
228	ACR Alpine Capital Research, LLC	$108M	224,661	−327	trim
229	Vident Advisory, LLC	$108M	224,481	+29,297	add
230	USS Investment Management Ltd	$106M	221,926	+8,666	add
231	Equitable Holdings, Inc.	$106M	211,993	+11,741	add
232	Wealthfront Advisers LLC	$103M	215,691	+8,718	add
233	Mutual Advisors, LLC	$103M	214,305	+3,654	add
234	HM PAYSON & CO	$102M	213,217	−3,676	trim
235	Birch Hill Investment Advisors LLC	$102M	212,978	−3,807	trim
236	Hendershot Investments Inc.	$102M	212,516	+2,032	add
237	GLENMEDE TRUST CO NA	$101M	211,434	+1,447	add
238	YOUSIF CAPITAL MANAGEMENT, LLC	$101M	211,397	−7,948	trim
239	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$101M	209,983	0	no change
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$100M	208,689	+4,702	add
241	QRG CAPITAL MANAGEMENT, INC.	$98.9M	206,447	+25,425	add
242	GREAT LAKES ADVISORS, LLC	$98.5M	205,618	−26,381	trim
243	OPPENHEIMER & CO INC	$98.4M	205,356	+205,356	new
244	PANAGORA ASSET MANAGEMENT INC	$98.4M	205,343	+53,564	add
245	JRM Investment Counsel, LLC	$97.2M	202,868	+1,726	add
246	TOCQUEVILLE ASSET MANAGEMENT L.P.	$95.5M	199,258	−8,372	trim
247	Iron Gate Global Advisors LLC	$95.1M	198,544	+8,034	add
248	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$95.0M	198,217	−46,406	trim
249	Pangea Capital Gestao de Recursos Ltda.	$94.9M	198,007	—	no prior
250	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$93.3M	194,686	−3,249	trim
251	Carnegie Investment Counsel	$93.1M	198,153	+5,492	add
252	COLDSTREAM CAPITAL MANAGEMENT INC	$92.9M	79,971	+10,023	add
253	Clear Street Group Inc.	$92.2M	192,500	0	no change
254	Swiss Life Asset Management Ltd	$91.6M	191,204	+25,137	add
255	Jacobi Capital Management LLC	$91.4M	190,731	+11,454	add
256	Cresset Asset Management, LLC	$90.3M	188,484	+6,485	add
257	SP Asset Management LLC	$89.9M	187,522	−2,279	trim
258	HOWLAND CAPITAL MANAGEMENT LLC	$87.3M	182,104	+321	add
259	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$86.8M	181,200	−156,027	trim
260	Empowered Funds, LLC	$85.8M	179,074	+179,074	new
261	HB Wealth Management, LLC	$85.4M	178,143	+6,279	add
262	GUYASUTA INVESTMENT ADVISORS INC	$85.1M	177,590	+1,437	add
263	Archon Partners LLC	$84.7M	176,800	0	no change
264	Performance Wealth Partners, LLC	$84.3M	175,910	−2,140	trim
265	NISSAY ASSET MANAGEMENT CORP /JAPAN	$84.0M	175,338	+2,043	add
266	KESTRA PRIVATE WEALTH SERVICES, LLC	$83.5M	174,339	−5,567	trim
267	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$83.2M	173,769	−275	trim
268	SALEM INVESTMENT COUNSELORS INC	$82.1M	171,270	−788	trim
269	Allworth Financial LP	$79.9M	166,696	+2,011	add
270	Summit Financial, LLC	$79.8M	166,488	+5,749	add
271	SHAYNE & JACOBS, LLC	$79.3M	165,562	−2,724	trim
272	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$78.8M	164,505	−1,506	trim
273	UMB Bank, n.a.	$78.8M	164,465	−31,558	trim
274	Advisors Capital Management, LLC	$78.7M	164,133	−14,809	trim
275	Segment Wealth Management, LLC	$78.6M	163,983	+559	add
276	SMITH CHAS P & ASSOCIATES PA CPAS	$78.0M	162,855	−1,549	trim
277	Ardent Capital Management, Inc.	$76.5M	159,573	−4,400	trim
278	MONETA GROUP INVESTMENT ADVISORS LLC	$76.2M	159,027	+7,317	add
279	Mraz, Amerine & Associates, Inc.	$76.0M	158,696	−2,680	trim
280	Clearstead Advisors, LLC	$74.8M	156,064	+19,204	add
281	Bronte Capital Management Pty Ltd.	$74.3M	155,063	−7,264	trim
282	Miller Investment Management, LP	$73.9M	154,300	+228	add
283	Chicago Partners Investment Group LLC	$73.8M	158,667	+2,433	add
284	Badgley Phelps Wealth Managers, LLC	$73.7M	153,713	+4,342	add
285	Edgemoor Investment Advisors, Inc.	$72.4M	151,123	+338	add
286	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$71.9M	150,059	−17,066	trim
287	PRIVATE MANAGEMENT GROUP INC	$71.4M	148,902	−2,498	trim
288	WESTWOOD HOLDINGS GROUP INC	$70.3M	146,691	+26,991	add
289	PARSONS CAPITAL MANAGEMENT INC/RI	$68.0M	141,998	+12,327	add
290	Atlantic Union Bankshares Corp	$67.7M	141,348	−4,451	trim
291	St. James Investment Company, LLC	$67.7M	141,193	−755	trim
292	FOUNDERS CAPITAL MANAGEMENT, LLC	$67.3M	140,406	+139	add
293	Prospera Financial Services Inc	$67.1M	140,042	−14,743	trim
294	PARTHENON LLC	$66.3M	138,348	−271	trim
295	BAXTER BROS INC	$65.1M	135,942	−713	trim
296	CENTRAL TRUST Co	$65.0M	135,654	−1,017	trim
297	NORTHEAST INVESTMENT MANAGEMENT	$64.8M	135,265	−2,620	trim
298	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$64.6M	134,896	−59,663	trim
299	Obermeyer Wealth Partners	$64.4M	134,309	+332	add
300	SOROS FUND MANAGEMENT LLC	$63.9M	133,277	+133,277	new
301	Investment Management Corp of Ontario	$63.8M	133,121	+8,982	add
302	ASR Vermogensbeheer N.V.	$63.5M	132,513	+3,934	add
303	Elgethun Capital Management	$63.4M	132,203	+276	add
304	JACOBS LEVY EQUITY MANAGEMENT, INC	$62.7M	130,927	+102,625	add
305	MOGY JOEL R INVESTMENT COUNSEL INC	$62.6M	130,565	−2,230	trim
306	Roundview Capital LLC	$62.5M	130,469	−14,485	trim
307	Aptus Capital Advisors, LLC	$62.4M	130,294	−6,372	trim
308	Independent Advisor Alliance	$61.8M	128,877	+1,899	add
309	Glenview Trust Co	$61.2M	127,788	+2,186	add
310	Merit Financial Group, LLC	$61.0M	127,305	+1,377	add
311	TUDOR INVESTMENT CORP ET AL	$60.8M	126,935	+76,859	add
312	SouthState Bank Corp	$60.7M	126,669	−2,920	trim
313	FIDUCIARY TRUST CO	$60.6M	126,382	+2,860	add
314	Solitude Financial Services	$59.3M	125,184	+14,905	add
315	NS Partners Ltd	$59.2M	123,458	+123,458	new
316	Illinois Municipal Retirement Fund	$58.8M	122,627	−16,399	trim
317	GoodHaven Capital Management, LLC	$58.6M	122,366	−203	trim
318	Trexquant Investment LP	$58.6M	122,319	+64,043	add
319	Diesslin Group, Inc.	$58.1M	121,295	+1,499	add
320	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$57.8M	120,624	−996	trim
321	Purpose Unlimited Inc.	$57.4M	119,707	+1,633	add
322	CULBERTSON A N & CO INC	$57.3M	119,626	+3,201	add
323	Stack Financial Management, Inc	$57.1M	119,229	+505	add
324	UniSuper Management Pty Ltd	$56.9M	118,757	+2,310	add
325	NATIXIS	$56.9M	118,746	−48,882	trim
326	FIRST NATIONAL BANK OF OMAHA	$56.4M	118,284	−101,812	trim
327	WELCH & FORBES LLC	$56.3M	117,536	−1,095	trim
328	Lafayette Investments, Inc.	$56.1M	117,082	−1,757	trim
329	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$55.4M	115,823	−19,670	trim
330	Savant Capital, LLC	$54.6M	114,021	−31,908	trim
331	DDD Partners, LLC	$54.6M	114,010	+1	add
332	CAPITAL ADVISORS INC/OK	$54.0M	112,691	−36,537	trim
333	J.W. COLE ADVISORS, INC.	$53.8M	112,292	−1,330	trim
334	Destination Wealth Management	$53.7M	112,112	+2,911	add
335	Chemistry Wealth Management LLC	$53.7M	111,998	−327	trim
336	SFMG, LLC	$53.5M	111,699	−3,552	trim
337	SHAPIRO CAPITAL MANAGEMENT LLC	$53.2M	111,088	−5,676	trim
338	MIZUHO SECURITIES USA LLC	$53.1M	110,857	−22,664	trim
339	OPPENHEIMER ASSET MANAGEMENT INC.	$53.0M	110,659	+110,659	new
340	Avior Wealth Management, LLC	$52.3M	109,042	+218	add
341	AVENIR CORP	$52.2M	108,941	−807	trim
342	GenTrust, LLC	$52.1M	108,805	+667	add
343	CHOREO, LLC	$51.8M	108,001	+1,134	add
344	New Capital Management LP	$51.4M	107,172	−437	trim
345	Curi Capital, LLC	$50.6M	105,499	+8,097	add
346	LAZARD ASSET MANAGEMENT LLC	$50.5M	105,390	+356	add
347	FIRST FOUNDATION ADVISORS	$50.5M	105,303	−563	trim
348	PORTLAND INVESTMENT COUNSEL INC.	$50.3M	104,877	+794	add
349	SEIZERT CAPITAL PARTNERS, LLC	$50.2M	104,753	−3,935	trim
350	PINNACLE ASSOCIATES LTD	$50.1M	104,478	−3,013	trim
351	JFS WEALTH ADVISORS, LLC	$50.0M	104,445	−1,782	trim
352	ASSOCIATED BANC-CORP	$49.9M	104,227	+8,065	add
353	Gotham Asset Management, LLC	$49.9M	104,084	+3,592	add
354	Danica Pension, Livsforsikringsaktieselskab	$49.8M	103,993	+103,993	new
355	SAYBROOK CAPITAL /NC	$49.8M	103,863	+84	add
356	Hound Partners, LLC	$49.6M	103,500	+103,500	new
357	Smith Salley Wealth Management	$49.1M	102,525	+1,180	add
358	Lincoln Capital LLC	$48.8M	101,855	+8,104	add
359	WITTENBERG INVESTMENT MANAGEMENT, INC.	$48.6M	101,513	−650	trim
360	GRANDFIELD & DODD, LLC	$48.5M	101,139	+1,039	add
361	Private Wealth Partners, LLC	$48.4M	101,029	+3,816	add
362	Polar Capital Holdings Plc	$48.3M	100,710	−892	trim
363	Defender Capital, LLC.	$47.7M	99,569	+99,569	new
364	Modern Wealth Management, LLC	$47.6M	99,473	+5,993	add
365	Pinnacle Financial Partners, Inc.	$47.4M	98,847	+9,184	add
366	Crossmark Global Holdings, Inc.	$47.2M	98,456	—	no prior
367	Norinchukin Bank, The	$46.8M	97,613	+406	add
368	OMERS ADMINISTRATION Corp	$46.7M	97,523	+21,359	add
369	WCG Wealth Advisors LLC	$46.6M	97,253	−1,565	trim
370	One Charles Private Wealth Services, LLC	$46.4M	96,790	−406	trim
371	Ironvine Capital Partners, LLC	$46.3M	96,721	−1,483	trim
372	Orion Porfolio Solutions, LLC	$46.2M	96,414	−11,089	trim
373	First Nebraska Trust Co	$45.5M	94,853	—	no prior
374	MEEDER ASSET MANAGEMENT INC	$45.0M	93,994	−92,208	trim
375	Maryland State Retirement & Pension System	$44.5M	92,781	+565	add
376	Apollon Wealth Management, LLC	$44.3M	92,449	+4,285	add
377	Templeton & Phillips Capital Management, LLC	$44.2M	92,232	−3,724	trim
378	PRUDENTIAL PLC	$44.2M	92,168	+60,281	add
379	Jain Global LLC	$43.7M	91,222	+91,222	new
380	Man Group plc	$43.6M	91,032	−5,837	trim
381	Banco Santander, S.A.	$43.3M	90,295	+7,389	add
382	LGT Fund Management Co Ltd.	$43.2M	90,252	+10,077	add
383	Mill Capital Management, LLC	$43.1M	89,884	+9,021	add
384	Matthew Goff Investment Advisor, LLC	$42.8M	89,227	−885	trim
385	Freestone Capital Holdings, LLC	$42.5M	88,683	+844	add
386	JOHNSON INVESTMENT COUNSEL INC	$42.3M	88,370	−3,158	trim
387	Laird Norton Wetherby Trust Company, LLC	$41.7M	86,947	−4,964	trim
388	Concurrent Investment Advisors, LLC	$41.2M	85,931	−10,669	trim
389	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$40.7M	85,000	0	no change
390	LGT Group Foundation	$40.7M	84,942	+181	add
391	Dai-ichi Life Insurance Company, Ltd	$40.2M	83,861	−4,865	trim
392	Summit Trail Advisors, LLC	$40.1M	83,784	+10,751	add
393	Red Door Wealth Management, LLC	$40.1M	83,584	+449	add
394	Arkfeld Wealth Strategies, L.L.C.	$39.9M	84,180	+9,345	add
395	Gradient Investments LLC	$39.6M	82,569	−1,396	trim
396	Wharton Business Group, LLC	$39.2M	81,882	−15	trim
397	Ervin Investment Management, LLC	$38.9M	81,191	+331	add
398	Greenbrier Partners Capital Management, LLC	$38.7M	80,704	−3,910	trim
399	HUB Investment Partners, LLC	$38.5M	80,418	+28,484	add
400	CITIZENS FINANCIAL GROUP INC/RI	$38.2M	79,677	−11,611	trim
401	PYA Waltman Capital, LLC	$38.1M	79,582	+3,163	add
402	Painted Porch Advisors LLC	$38.1M	79,536	+2,587	add
403	Stratos Wealth Partners, LTD.	$38.1M	79,404	−1,891	trim
404	Voleon Capital Management LP	$37.9M	79,159	−38,891	trim
405	American Financial Advisors, LLC	$37.9M	79,025	−1,136	trim
406	Texas Yale Capital Corp.	$37.7M	78,592	−1,125	trim
407	EXENCIAL WEALTH ADVISORS, LLC	$37.6M	78,431	−14,794	trim
408	NWF Advisory Services Inc.	$37.2M	77,674	−136	trim
409	CWA Asset Management Group, LLC	$37.1M	77,514	+74	add
410	REGIONS FINANCIAL CORP	$36.6M	76,296	−9,653	trim
411	CADINHA & CO LLC	$36.3M	75,658	−1,430	trim
412	MUFG Securities EMEA plc	$36.0M	75,175	0	no change
413	Baltimore-Washington Financial Advisors, Inc.	$35.9M	75,014	−3,413	trim
414	FULTON BREAKEFIELD BROENNIMAN LLC	$35.8M	267,061	+179,302	add
415	Bleakley Financial Group, LLC	$35.6M	74,230	+5,704	add
416	World Investment Advisors	$35.5M	74,040	+1,276	add
417	ASPIRIANT, LLC	$35.5M	74,018	+5,301	add
418	Optiver Holding B.V.	$35.4M	73,827	+70,362	add
419	YHB Investment Advisors, Inc.	$35.3M	73,763	+63	add
420	Graves Light Lenhart Wealth, Inc.	$35.3M	73,700	−631	trim
421	NICOLET BANKSHARES INC	$35.3M	73,767	+73,767	new
422	Greenline Partners, LLC	$35.1M	73,203	+4,799	add
423	SIGNATUREFD, LLC	$35.1M	73,151	+1,113	add
424	STEPHENS INC /AR/	$34.7M	72,223	+4,322	add
425	KANAWHA CAPITAL MANAGEMENT LLC	$34.4M	71,787	−1,289	trim
426	Baker Ellis Asset Management LLC	$34.4M	71,717	−59	trim
427	HUTCHINSON CAPITAL MANAGEMENT/CA	$34.3M	71,628	−718	trim
428	D'Orazio & Associates, Inc.	$34.0M	71,042	−1,256	trim
429	ABN AMRO INVESTMENT SOLUTIONS	$33.9M	70,821	+7,480	add
430	INSIGNEO ADVISORY SERVICES, LLC	$33.9M	70,753	+3,473	add
431	Lee Financial Co	$33.9M	70,683	−4,794	trim
432	Caprock Group, LLC	$33.6M	70,094	+1,127	add
433	Geneos Wealth Management Inc.	$33.5M	69,875	+734	add
434	Avalon Trust Co	$33.5M	69,810	−218	trim
435	ProVise Management Group, LLC	$33.4M	69,618	+125	add
436	Vise Technologies, Inc.	$33.3M	66,274	0	no change
437	SHUFRO ROSE & CO LLC	$33.3M	69,414	−81	trim
438	ARTHUR M. COHEN & ASSOCIATES, LLC	$33.1M	69,274	−1,682	trim
439	Security National Bank	$33.1M	69,176	−581	trim
440	London & Capital Asset Management Ltd	$33.1M	69,137	+3,406	add
441	Metis Global Partners, LLC	$33.0M	68,853	−1,590	trim
442	TITLEIST ASSET MANAGEMENT, LLC	$32.8M	68,473	+15,091	add
443	Composition Wealth, LLC	$32.6M	68,032	−2,627	trim
444	Diversified Trust Co	$32.5M	67,742	+786	add
445	Choate Investment Advisors	$32.4M	67,648	+750	add
446	Constant Guidance Financial LLC	$32.3M	67,337	+67,337	new
447	Trilogy Capital Inc.	$32.1M	67,060	−19,995	trim
448	Wealthspire Advisors, LLC	$32.0M	66,767	−3,525	trim
449	WealthPLAN Partners, LLC	$31.9M	66,603	−4,089	trim
450	B. Metzler seel. Sohn & Co. AG	$31.8M	66,272	−2,794	trim
451	Dakota Wealth Management	$31.6M	65,872	−5,617	trim
452	JANE STREET GROUP, LLC	$31.6M	65,867	−9,098	trim
453	GREENWOOD GEARHART LLC	$31.6M	65,853	+3,105	add
454	LOCUST WOOD CAPITAL ADVISERS, LLC	$31.5M	65,827	−2,833	trim
455	ANCHOR CAPITAL ADVISORS LLC	$31.5M	65,757	+17,437	add
456	EDMOND DE ROTHSCHILD HOLDING S.A.	$31.4M	65,553	−328	trim
457	AMERICAN NATIONAL BANK & TRUST	$31.4M	65,460	−312	trim
458	Live Oak Private Wealth LLC	$31.3M	65,386	−91	trim
459	Osmosis Investment Management UK Ltd	$31.3M	65,223	−2,422	trim
460	Generate Investment Management Ltd	$31.2M	65,045	−18,037	trim
461	NLB Skladi, upravljanje premozenja, d.o.o.	$30.9M	64,529	−3,836	trim
462	Bryn Mawr Trust Advisors, LLC	$30.9M	64,527	−623	trim
463	RWA WEALTH PARTNERS, LLC	$30.7M	64,030	−6,173	trim
464	Strata Wealth Advisors, LLC	$30.5M	63,709	−1,960	trim
465	Evernest Financial Advisors, LLC	$30.5M	64,461	0	no change
466	Van Hulzen Asset Management, LLC	$30.5M	63,565	+22,457	add
467	OneDigital Investment Advisors LLC	$30.2M	63,118	−1,775	trim
468	LMCG INVESTMENTS, LLC	$30.2M	62,963	+1,958	add
469	BECKER CAPITAL MANAGEMENT INC	$30.1M	62,874	−2,307	trim
470	NewEdge Wealth, LLC	$30.1M	62,828	−4,348	trim
471	NOMURA HOLDINGS INC	$30.1M	62,739	+4,042	add
472	Perigon Wealth Management, LLC	$29.9M	62,458	−231	trim
473	Callan Family Office, LLC	$29.9M	62,388	−2,395	trim
474	FJ Investments, LLC	$29.8M	62,288	0	no change
475	Union Bancaire Privee, UBP SA	$29.8M	66,874	−32,549	trim
476	Compound Planning, Inc.	$29.8M	62,229	−933	trim
477	Wilmington Savings Fund Society, FSB	$29.7M	61,975	+7,059	add
478	Capital Investment Advisors, LLC	$29.6M	61,759	−1,163	trim
479	EXCHANGE TRADED CONCEPTS, LLC	$29.6M	61,684	+24,007	add
480	Clarity Financial LLC	$29.2M	61,019	−17,196	trim
481	Valmark Advisers, Inc.	$29.2M	60,862	+1,321	add
482	Clear Harbor Asset Management, LLC	$29.1M	60,672	+1,773	add
483	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$29.0M	60,497	+60,497	new
484	Sagewood Asset Management LP	$29.0M	60,442	+940	add
485	Focus Financial Network, Inc.	$28.6M	59,767	−6,932	trim
486	Sowell Financial Services LLC	$28.6M	59,758	+1,264	add
487	NICHOLS & PRATT ADVISERS LLP /MA	$28.4M	59,238	−2,297	trim
488	CARRET ASSET MANAGEMENT, LLC	$28.3M	59,125	−565	trim
489	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$28.1M	58,676	+85	add
490	Zuckerman Investment Group, LLC	$27.8M	58,040	+244	add
491	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$27.7M	57,786	+54,510	add
492	EASTERN BANK	$27.6M	57,625	+25,697	add
493	Violich Capital Management, Inc.	$27.6M	57,606	−600	trim
494	First Eagle Investment Management, LLC	$27.6M	57,603	+5,726	add
495	Accredited Investors Inc.	$27.6M	57,578	+7,804	add
496	W.G. Shaheen & Associates DBA Whitney & Co	$27.6M	57,570	+3,077	add
497	True North Advisors, LLC	$27.4M	57,140	−21,653	trim
498	Bradyco, Inc.	$27.4M	57,127	+57,127	new
499	PECAUT & CO.	$27.4M	57,101	−1,178	trim
500	Chicago Capital, LLC	$27.3M	56,877	+64	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BRK-B

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Soros Fund Management, Tudor Investment Corp, Gotham Asset Management, Caxton Associates $175M held
Trimming: 2 Gates Foundation Trust, Ruane Cunniff & Goldfarb $8.3B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BERKSHIRE HATHAWAY INC DEL

Merged timeline of congressional filings and notable-manager moves on BRK-B
Date	Who	Change	Size
2026-05-15	Soros Fund Management 13F	new	+133,277 sh
2026-05-15	Tudor Investment Corp 13F	add	+76,859 sh
2026-05-15	Gotham Asset Management 13F	add	+3,592 sh
2026-05-15	Gates Foundation Trust 13F	trim	−2,358,460 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−5,718 sh
2026-05-14	Caxton Associates 13F	new	+493 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed BRK-B — the congressional view ↗